BC Financial Planning Associate in Coquitlam

BC Financial Planning Associate in Coquitlam

Coquitlam Full-Time 47250 - 57750 $ / year (est.) On-site
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At a Glance

  • Tasks: Support Financial Planners by providing proactive sales and client service.
  • Company: Join RBC, a leading financial institution with a focus on client impact.
  • Benefits: Enjoy competitive pay, flexible work options, and growth opportunities.
  • Other info: Collaborative environment with opportunities for career advancement.
  • Why this job: Make a difference in clients' lives while developing your financial expertise.
  • Qualifications: Strong communication skills and a passion for client service.

The predicted salary is between 47250 - 57750 $ per year.

RBC is seeking an Associate to provide proactive sales support and client service for a team of Financial Planners in British Columbia.

You will collaborate across the organization to identify client needs and deliver a differentiated client experience.

This role emphasizes enabling sales, supporting meetings, and assisting with credit, investments, and everyday banking solutions, while staying current with digital tools and maintaining risk discipline.

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BC Financial Planning Associate in Coquitlam employer: RBC

RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.

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Contact Details:

RBC Recruitment Team

We think you need these skills to ace BC Financial Planning Associate in Coquitlam

Sales Support
Client Service
Collaboration
Client Needs Identification
Client Experience Delivery
Meeting Support
Credit Solutions Knowledge